Teresa James

2014Annual

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Pull out the substance of this filing.

What was filed

  • 43

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Kansas Appleseed Foundation
  • Kansas Continumg Legal Education Commission

As filed

Nationwide-1RA

Vanguard Sep-IRA

S00 Index Fund (VFIAX) — Int/Div — Buy

Emerging Markets Stock Index Fund (VEIEX) — Int/Div

Extended Market Index Fund Admiral (VEXAX) — Int/Div

Intermediate-Term Investment-Grade (VFICX) — Int/Div

Prime Money Market (VMMXX) — Interest

REIT Index (VGSIX) — Int/Div

Strategic Equity Fund (VSEQX) — Int/Div

Vanguard Windsor 11 Fund (VWNFX) — Int/Div

AT&T(T) — Int/Div — Buy (add'l)

CemeriCERN) — None — Buy (add'l)

CemeriCERN) — Buy (add'l)

ConocoPhillips (COP) — Int/Div

Google(GOOGL) — None — Buy (add'l)

Google(GOOGL) — Buy (add'l)

Google(GOOGL) — Buy (add'l)

Google(GOOGL) — Buy (add'l)

MicrosoftiMSK1) — Int/Div

Phillips 66(PSX) — Int/Div — Buy (add'l)

Phillips 66(PSX) — Sold (part)

Exxon Mobili XOM) — Int/Div

Apple(AAPL) — Int/Div — Sold

Apple(AAPL) — Sold (part)

Apple(AAPL) — Sold (part)

Apple(AAPL) — Buy (add'l)

Johnson & Johnson (JNJ) — Int/Div — Sold

Williams Companies (WMB) — Int/Div — Sold

Ameritrade-General Brokerage

Google(Goog) — None

Google(Googl) — None — Buy (add'l)

Google(Googl) — Sold (part)

Atlas Pipeline(APL) — Distribution — Buy (add'l)

Kinder Morgan, Inc (KM1) — istnbution — Buy (add'l)

Kinder Morgan, Inc (KM1) — Buy (add'l)

Money Market — Interest

SDBA Apple(aapl) — Int/Div

SDBA Google(Googl) — None

SDBA Google(Goog) — None

SDBA Money Market — Interest

American Funds Income Fd Am R6 — None

JPM MdCap Val A — None

Oppenheimer Devel arket A — None

Board Member, Kansas Appleseed Foundation

Board Member, Kansas Continumg Legal Education Commission

Notes re Section VII Investments and Trusts:

The Nationwide IRA listed in this section is part of my former employer/law firm Martin, Pringle, Oliver, Wallace & Bauer, LLP's retirement plan. To avoid any

potential conflict of interest as a result of this IRA or as a result of the compensation mentioned in the above Note re Section 11, all members of the Martin Pringle

firm are on my recusal list and will be for at least 2 years from when | came on the Bench. | am in the process of rolling over the Nationwide IRA to a self-directed

IRA; that process will be completed well before the recusal period runs.

All assets listed on lines 2 - 27 are or were held in my Vanguard Sep-IRA. All assets listed on lines 29 - 35 are held m my Ameritrade General Brokerage account.

And, all assets listed on lines 38-44 are held in my Nationwide IRA. Further, all stocks listed are common stocks.

The Kinder Morgan, Inc. (KMI) stock listed on line 33 replaces the Kinder Morgan Energy Partners (KMP) stock listed on my previous report, due to a merger/

exchange of the two entities

Similarly, the Google (Goog) stock added on line 40 is the result of a spin off from Google (Googl).

Regarding the Sells reflected in Column D, there would be "unrealized (and uncalculated) capital gains, because these transactions occurred within my IRA and

were not taxable at the time.

1 owned the Lot adjacent to our home, which | did not list on my previous report because it was not held for income or investment purposes (rather it was held

simply as a buffer and for aesthetic purposes). However, we are moving to a new home and so | did sell the Lot in 2014 with a capital gain of approximately

$20,000, Again, | have not listed this transaction on this year's report, as | did not consider it to be income generating or investment property,

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Teresa James | Frix